#258 | It's Much More Than Just a Bunch of Documents!
Release Date: 09/23/2024
#278 | Do I Gotta' Tell the Kids About the Money?
Everything Estate Planning
#278 | Do I Gotta' Tell the Kids About the Money? ๐คซ Mind Your Business Scenario: One spouse is the beneficiary of the other's life insurance policy when they pass. Do they have to tell the kids when they receive they money? How much do the children, or anyone else, have the right to now about beneficiary benefits received? Find out here. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐ -- ...
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#277 | Project 2025 & Same Sex Marriage Impacts
Everything Estate Planning
#277 | Project 2025 & Same-Sex Marraige Impacts Married or Not, Name Your People Now. How will Project 2025 Affect Same-Sex Marriages and Estate Planning? Just how detailed should your plan be? Should you update it now? What about straight partnerships and marriages? This episode addresses these questions and more. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐ -- If you want...
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#276 | Can a Mortgaged Home Go in a Revocable Trust?
Everything Estate Planning
#276 | Can a House With a Mortgage Go in a Revocable Trust? This is a very common question, especially with first-time home buyers. Many younger families know they need proper protection planning but they hesitate to start with a mortgage or other debt. The good news is, you don't have to wait! -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐ -- If you want to talk more about anything...
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#275 | ๐๐ฎ๐ฟ โ ๐๐๐๐ถ๐ป๐ฒ๐๐ โ ๐ง๐ฟ๐๐๐
Everything Estate Planning
#275 | ๐๐ฎ๐ฟ โ ๐๐๐๐ถ๐ป๐ฒ๐๐ โ ๐ง๐ฟ๐๐๐ What goes where and in what order? How do you get maximum protection for your business and your assets? Here's the answer and the order. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐ -- If you want to talk more about anything estate planning, elder law or probate related: -- ...
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#274 | No, You Can't Use a Dead Person's Credit Card!
Everything Estate Planning
#274 | Can You Use a Dead Person's Credit Card? What if you're the executor of the Will or a beneficiary of the estate? Is there ever a time it's okay to use a credit card in a deceased person's name? How serious is it really? -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐ -- If you want to talk more about anything estate planning, elder law or probate related: -- ...
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#273 | How to Help a Brother Out
Everything Estate Planning
#273 | How to Help a Brother Out Can you help a sibling out by giving them a ๐ก๐๐๐ ๐๐ฃ๐ฉ๐๐ง๐๐จ๐ฉ in a property that they ๐๐ค๐ฃ'๐ฉ ๐๐๐ฃ๐๐ฃ๐๐๐๐ก๐ก๐ฎ ๐ข๐๐๐ฃ๐ฉ๐๐๐ฃ? There are good reasons to possibly do this and there are very valid reasons why you may not want to. What's best for everyone? This video should help. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would...
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#272 | ย ๐๐ง๐ต๐ฒ ๐๐ถ๐ด๐ด๐ฒ๐๐ ๐๐ถ๐ณ๐ ๐๐ผ๐ฟ ๐ฌ๐ผ๐๐ฟ ๐๐ถ๐ฑ๐ ๐๐...
Everything Estate Planning
#272 | ๐๐ง๐ต๐ฒ ๐๐ถ๐ด๐ด๐ฒ๐๐ ๐๐ถ๐ณ๐ ๐๐ผ๐ฟ ๐ฌ๐ผ๐๐ฟ ๐๐ถ๐ฑ๐ ๐๐... ๐ Hint: You can only get it through proper estate planning. So take a listen. It's only a minute long! We're busting out your favorite episodes and most FAQ's from the archives. So, don't worry. Part 2 is already available. Just follow, subscribe and search! -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE...
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#271 | ๐ฆ๐ฝ๐ฒ๐ป๐ฑ, ๐๐ผ๐ป'๐ ๐ฆ๐ฎ๐๐ฒ, ๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐!!
Everything Estate Planning
#271 | ๐ฆ๐ฝ๐ฒ๐ป๐ฑ, ๐๐ผ๐ป'๐ ๐ฆ๐ฎ๐๐ฒ, ๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐!! It's Estate Planning 101. Bottom line, if you're in retirement, you should probably be spending your money on you. Here are all the reasons why! We're busting out your favorite episodes and most FAQ's from the archives. Hope you enjoy this popular rerun! -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would...
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#270 | One Emergency Changed Everything ๐
Everything Estate Planning
#270 | ๐ข๐ป๐ฒ ๐๐บ๐ฒ๐ฟ๐ด๐ฒ๐ป๐ฐ๐ ๐๐ต๐ฎ๐ป๐ด๐ฒ๐ฑ ๐๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐ We recently learned the hard way that estate planning also needs to include emergency preparedness - from trips to the ER to natural disasters. My personal experience changed how we will approach this with our clients from now on and we truly hope it helps you! -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would...
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#268 | Best Tax Options for Inherited Retirement
Everything Estate Planning
#268 | What are The Best Tax Options if I Inherit an IRA? So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐ -- If you want to talk more...
info_outline#258 | It's Much More Than Just a Bunch of Documents!
๐คทโโ๏ธ๐ช๐ต๐ฎ๐, ๐๐ ๐ฎ๐ฐ๐๐น๐, ๐๐ฟ๐ฒ ๐ฌ๐ผ๐ ๐ฃ๐ฎ๐๐ถ๐ป๐ด ๐๐ผ๐ฟ?
Online/DIY estate planning may be gaining in popularity, but there are at least four common issues we regularly have to correct for our clients. Here's why your estate plan should include much more than just a few signed documents.
๐งฉ ๐๐ข๐ฌ๐ฆ ๐ด๐ถ๐ณ๐ฆ ๐บ๐ฐ๐ถ๐ณ ๐ฆ๐ด๐ต๐ข๐ต๐ฆ ๐ฑ๐ญ๐ข๐ฏ ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ฆ๐ด ๐ต๐ฉ๐ฆ ๐ฅ๐ก๐๐ฃ๐ฃ๐๐ฃ๐ ๐ฑ๐ช๐ฆ๐ค๐ฆ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ฑ๐ถ๐ป๐ป๐ญ๐ฆ!
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Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐
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If you want to talk more about anything estate planning, elder law or probate related:
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
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Family protection
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Simplicity and efficiency for our clients
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Minimizing taxes and spend down of your hard-earned assets
If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal โ to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
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This podcast is intended for educational purposes only and does not create an attorney-client relationship.
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